no comments

Steps to Become A Sun Life Financial Advisor For A Live Brighter

Contents

Sun Life Financial Advisor

From 1856 and now 153 years in the service and leading globally as financial services company which originated from Canada and 123 years operation in the Philippines no other than Sun Life. Sun Life offers a broad range of insurance, retirement and investment products and services to meet the diverse needs of both individual and corporate clients around the world.

Lets make it practical, being a financial advisor is not that easy to convince people to be insured. But in Sun Life they have system to become a good financial advisor. During the forum, I personally talked some of their Financial advisors and they said being a financial advisor @ Sun Life is opprtunity fpr them and part of it they really enjoyed helping people. Aside on that, the earning is potentially limitless with flexi time, can enjoy the travel as reward and have more time to your family.

Sun Life in the Philippines Offers

  • Financial planning and guidance
  • Life insurance products for every life stage
  • Investment products for individuals, families, and companies
  • Health-focused products with an innovative wellness community
  • Exceptional client-servicing

5 Steps to become a Sun Life Financial Advisor

The process of becoming a financial advisor is composed of five steps which ensure that all Sun Life Financial Advisors are well equipped in spreading the message of financial literacy.

  • Join a #LiveBrighter Forum – get to know more about what it takes to shine as a Sun Life Financial Advisor
  • Attend the interviews or take the POP (Personality Orientation Profile) Screen Test – find out if your personality profile matches this field
  • Finish the Sun Life Training Course – learn about the concepts and theories of insurance, ethical standards and product discussions
  • Take the Licensing Exam at the Insurance Commission – Sun Life will assist you in securing necessary licenses from the regulator
  • Complete the contracting and coding process – your relationship with Sun Life is guided by a Contract. Expectations are discussed to ensure a successful business or career

Some of a brigther benefits of being a Sun Life Financial Advisor

  • Advisors provident Plan
  • Group Health plan (HMO)
  • Group Life Insurance
  • Loan Programs
    • Car Loan
    • Housing loan program
    • Computer loan program

For more info about Sun Life and how to become a Sune Life Advisor please take time to visit their website sunlife.com.ph for more information and details or call (02)849-9888 or 1800-10-5UNLIFE (PLDT domestic toll-fne).

Reply


*